Ad is loading...
RETSX vs VTSMX
RETSX vs VTSMX Comparison
Open Charts RETSX vs VTSMX
Russell Inv Tax-Managed US Large Cap S
Price$86.18
Change+$0.69 (+0.81%)
VolumeN/A
Net Assets9.85B
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
RETSX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RETSX vs. VTSMX commentary
Jan 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is RETSX is a Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. RETSX (9.85B). VTSMX pays higher dividends than RETSX: VTSMX (1.26) vs RETSX (0.49). RETSX was incepted earlier than VTSMX: RETSX (28 years) vs VTSMX (33 years). RETSX is a more actively managed with annual turnover of: 25.00 vs. VTSMX (2.00). RETSX has a lower initial minimum investment than VTSMX: RETSX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 25.24 vs. RETSX (22.63). VTSMX (76.07) and RETSX (74.71) have equivalent 5 years return.
| RETSX | VTSMX | RETSX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 33 years | - |
| Gain YTD | 2.024 | 2.241 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.85B | 1.78T | 1% |
| Annual Yield % from dividends | 0.49 | 1.26 | 39% |
| Returns for 1 year | 22.63 | 25.24 | 90% |
| Returns for 3 years | 28.56 | 28.94 | 99% |
| Returns for 5 years | 74.71 | 76.07 | 98% |
| Returns for 10 years | 183.85 | 194.99 | 94% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IAI | 151.49 | 1.43 | +0.95% |
| iShares US Broker-Dealers&Secs Exchs ETF | |||
| FPXE | 26.41 | 0.04 | +0.15% |
| First Trust IPOX Europe Equity Opps ETF | |||
| PSCJ | 26.88 | N/A | N/A |
| Pacer Swan SOS Conservative (July) ETF | |||
| GXUS | 45.15 | N/A | N/A |
| Goldman Sachs MarketBeta(R) Ttl IntEqETF | |||
| GTIP | 48.42 | -0.02 | -0.04% |
| Goldman Sachs Acs Infl Protd USD Bd ETF | |||